Mackie Wealth Group • 403-260-3875

COMPREHENSIVE INVESTMENT AND WEALTH MANAGEMENT SERVICES

With the support of Richardson GMP, Canada’s largest independent wealth management firm, the Mackie Wealth Group specializes in providing customer-centric, comprehensive wealth management plans. This includes customized portfolio management for private clients and institutional investors. Our primary goal is to provide investors with innovative opportunities while incorporating solid financial principles and highly disciplined long-term strategies. We construct diversified portfolios and offer a full range of financial planning services, which we customize to fit each client’s individual needs and investment goals.

The Mackie Wealth Group is based in Calgary. Many of our clients reside in Calgary, but also all over Alberta, and across the country from Victoria, to Saskatoon, Winnipeg and Toronto.

Our wealth management services include:

Tax and Estate Planning: comprehensive analysis and processes to help preserve and enhance wealth

Alternatives: access to best of class hedge funds, market neutral funds and other alternative investment vehicles

Private Equity: access to new issues and secondary markets in securities of privately held companies

The central pillar of our business model is trust: Without this fundamental value, we would have nothing to build upon. We understand that strong client relationships are built upon mutual trust. We do not take our role in this lightly and constantly ensure that trust is earned and fostered. We are dedicated to establishing good working relationships with our clients in order to understand their wealth management requirements so that we recommend investment products that are suitable for their risk tolerance and time horizon and we are committed to understanding the businesses and organizations we invest in.

As one of the leading wealth management teams in Calgary, the Mackie Wealth Group’s corporate social responsibility position is holistic; it must serve your goals and also be responsible to society as a whole. Being aware of your social responsibilities is the shortest path towards a successful long-term strategy, backed by mutual integrity and innovation.

If you are interested in learning more about our services and whether we are a fit, please fill out the contact form below:

Jeffrey’s Notebook

Tricia Leadbeater’s Market Updates

Third Quarter Update

In September, the Canadian equity markets finally played a little bit of catch-up to other developed markets, after being in negative return territory for most of 2017. The 2.8% move in September was mostly due to the boost from oils (up 8% in September), mining and banking stocks. The TSX index is now up 2.3% year to date, but still lagging well behind the US, Europe and major emerging markets. .

Our view

MARKET INSIGHT

Special ReportCharting the course for entrepreneurs or small business owners. Operating a small business is no easy task. Neither is planning due to the complexity that may be involved. Richardson GMP understands that no two businesses are the same as every business owner must work within different personal and corporate environments. Read now

Tax & Estate Planning

STRATEGIES

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.